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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With the economy of Quebec booming would an investment in Cominar REIT make sense? I am considering selling Boardwalk REIT, a well managed company but located in Alberta, and not doing well.
Read Answer Asked by BRYAN on August 19, 2019
Q: So, the goons over at Motley Fool Canada having been hyping up a recent Canadian tech IPO, with the usual comparisons to Amazon, Netflix and Shopify.

Travis over at Stock Gumshoe speculates that they're talking about LightSpeed POS (in this blog https://www.stockgumshoe.com/reviews/stock-advisor-canada/whats-the-shopify-2-0-teased-by-motley-fool-canada/), a company I was already familiar with thanks to your growth portfolio.

I'm was wondering if I could get your take on this enormous hype - obviously this is Motley's bread and butter, but since you just issued a report on Lightspeed back in June I'm curious.
Read Answer Asked by Amanda on August 19, 2019
Q: I hold some Just Energy Convertible Debentures (JE.DB.C) as part of my fixed income allocation. With the recent setback they have fallen from about $95 to $80. If the company restructures I assume they will go to zero, but if the company survives or gets bought out they should return close to par. What would you recommend at this point and are there any signals to look for that would scream get out now no matter what the loss?
Read Answer Asked by Steven on August 19, 2019
Q: as the Oaktree Financial deal looks imminent,will it be immediately accretive?
Thanks
Bob Rose
Read Answer Asked by Robert on August 19, 2019
Q: Looking at the BE portfolio, which are the 4-5 companies with the best balanced sheets?
Read Answer Asked by Christian on August 19, 2019
Q: I am currently overweight the financial sector. I am concerned about the trend to negative interest and the risk of a recession. The odds of market declines are increasing in my opinion.
Protection of capital is more important than income.
We are not supposed to time the market.
Should I put this group in cash ?
The group will be hurt by negative interest rates or am I wrong on this.
Read Answer Asked by Doug on August 19, 2019
Q: Looking to journal bce over to the US side of my rrsp and replace it with at&t to get more in US divides as well as higher yield do you feel these two names hold the same safety and growth profiles going forward or is there another stock you can suggest.
Read Answer Asked by dennis on August 19, 2019
Q: I will be selling CM on the US as I have enough Canadian banks and wonder if I would to buy a bank on the US exchange which would be the one you prefer or better to buy a ETF since only one US bank would be own?
Thanks
Read Answer Asked on August 19, 2019
Q: Hi 5i-
Given the current state of energy sector and especially the oil companies in Canada what is the likely possibility that a company like Torc oil and gas could/would go bankrupt. Is this possibility something that is also influenced by a low share price. (I remember Teck Resources stock falling very low during 2015/2016 and heard talk of this, but later 2016 the stock recovered.)
Currently long term holder of Tog but down -75% thinking about averaging down but would value your opinion on this or better to sell and move on. There are no tax advantages as in an rrsp from many years ago.
Thx
Read Answer Asked by jim on August 16, 2019
Q: What is your view of Peyto today, its still making money and the monthly report from the CEO Darren Gee for July 2019 puts a value of the shares at over $20.00.(Tangible Infrastructure $8.20/share + Reserves $27.07/share - total Debt $7.21/share). But here we are today it went below $3 for the first time. What happens if it stays below $3, do any mutual funds or ETF's have to sell?
Thanks,
George
Read Answer Asked by George on August 16, 2019
Q: Hi there,

What are your thoughts regarding the recent yield curve inversion and this signalling an upcoming recession? Markets seem sensitive to headline news and I'm wondering if now would be a good time to devote a decent amount of my portfolio to a low volatility ETF until things subside. If so, which ones would you recommend at this time? I believe BMO has a pretty good product line. In addition to this ETF holding I will also hold the Canadian growth equities listed from your Balanced Equity Portfolio.

Thanks!
Read Answer Asked by Michael on August 16, 2019
Q: What is your view of MUX today, it has not gone up with the recent rally in Gold and Silver. It's still down 24% ( at $2.45) from last year's high of $3.20, while most gold stocks have hit new highs and many have doubled. What do you think is the reason it has not participated in the rally.
Thanks,
George
Read Answer Asked by George on August 16, 2019
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